Investment Executive (Financial Advisor) Ft. Lauderdale, FL

Lead production, coaching, and training for a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of a full range of securities products and meet fee income goals within your assigned territory. Conduct solo and joint client appointments, create coaching sessions on investment strategies, and maintain in-bank presence to build credibility and referrals. Ensure risk ownership and adherence to policies to support positive customer experience.